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uur r
r r
( )
( )
( )
( )
( )
( )
2 2 2 2 2 2
1 1 1 1 1 1
1 2 3
x ,y ,z x ,y ,z
2 2 2 1 1 1
x ,y ,z x ,y ,z
F dr is an exact differential
Fdx F dy Fdz d where (x, y,z)
F dr d x , y , z x , y , z
+ +
uur
r
uur r
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
91
Energy Balance Relationships
Electromechanical System
Comprises
Electric system
Mechanical system
Means whereby the electric and mechanical systems can interact
Interactions can take place through any and all
electromagnetic and electrostatic fields which are common
to both systems, and energy is transferred as a result of this
interaction.
Both electrostatic and electromagnetic coupling fields may
exist simultaneously and the system may have any number
of electric and mechanical subsystems.
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
92
Electromechanical System in Simplified Form:
Neglect electromagnetic radiation
Assume that the electric system operates at a frequency
sufficiently low so that the electric system may be
considered as a lumped-parameter system
Energy Distribution
W
E
= total energy supplied by the electric source (+)
W
M
= total energy supplied by the mechanical source (+)
Mechanical
System
Electric
System
Coupling
Field
E e eL eS
M m mL mS
W W W W
W W W W
+ +
+ +
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
93
W
eS
= energy stored in the electric or magnetic fields which
are not coupled with the mechanical system
W
eL
= heat loss associated with the electric system,
excluding the coupling field losses, which occurs due to:
the resistance of the current-carrying conductors
the energy dissipated in the form of heat owing to hysteresis, eddy
currents, and dielectric losses external to the coupling field
W
e
= energy transferred to the coupling field by the electric
system
W
mS
= energy stored in the moving member and the
compliances of the mechanical system
W
mL
= energy loss of the mechanical system in the form of
heat due to friction
W
m
= energy transferred to the coupling field by the
mechanical system
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
94
W
F
= W
f
+ W
fL
= total energy transferred to the
coupling field
W
f
= energy stored in the coupling field
W
fL
= energy dissipated in the form of heat due to losses
within the coupling field (eddy current, hysteresis, or
dielectric losses)
Conservation of Energy
( )
( )
f fL E eL eS
M mL mS
f fL e m
W W W W W
W W W
W W W W
+ +
+ +
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
95
The actual process of converting electric energy to
mechanical energy (or vice versa) is independent of:
The loss of energy in either the electric or the mechanical
systems (W
eL
and W
mL
)
The energies stored in the electric or magnetic fields which
are not in common to both systems (W
eS
)
The energies stored in the mechanical system (W
mS
)
If the losses of the coupling field are neglected, then
the field is conservative and W
f
= W
e
+ W
m
.
Consider two examples of elementary
electromechanical systems
Magnetic coupling field
Electric field as a means of transferring energy
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
96
v = voltage of electric source
f = externally-applied mechanical
force
f
e
= electromagnetic or
electrostatic force
r = resistance of the current-
carrying conductor
= inductance of a linear
(conservative)
electromagnetic system
which does not couple
the mechanical system
M = mass of moveable member
K = spring constant
D = damping coefficient
x
0
= zero force or equilibrium
position of the mechanical
system (f
e
= 0, f = 0)
l
Electromechanical System with Magnetic Field
Electromechanical System with Electric Field
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
97
f
di
v ri e
dt
+ + l
voltage equation that describes the
electric systems; e
f
is the voltage drop
due to the coupling field
( )
2
0 e
2
d x dx
f M D K x x f
dt dt
+ +
Newtons Law of Motion
( )
( )
E
M
W vi dt
dx
W f dx f dt
dt
_
,
Since power is the time rate of
energy transfer, this is the total
energy supplied by the electric
and mechanical sources
f
di
v ri e
dt
+ + l
( )
E
W vi dt
( )
( )
2
E f
eL eS e
di
W r i dt i dt e i dt
dt
W W W
_
+ +
,
+ +
l
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
98
( )
2
0 e
2
d x dx
f M D K x x f
dt dt
+ +
( )
M
dx
W f dx f dt
dt
_
,
( ) ( )
2
2
M 0 e
2
d x dx
W M dx D dt K x x dx f dx
dt dt
_
_
+ +
,
,
W
mS
W
mL
W
m
( ) ( )
f e m f e
W W W e i dt f dx +
total energy transferred to
the coupling field
K K
mk ek k
k 1 k 1
W f dx
J
f fj j e
j 1
W e i dt f dx
0
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
104
For a singly excited electromagnetic system:
( )
f
f
d
e
dt
W i d with dx 0
( )
f
W i d
Graph
Stored energy and coenergy in
a magnetic field of a singly
excited electromagnetic
device
Area represents energy stored
in the field at the instant
when =
a
and i = i
a
.
( )
c
W di
Area is called
coenergy
c f
i W W +
For a linear magnetic system:
Curve is a straight line and
f c
1
W W i
2
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
105
The i relationship need not be linear, it need only be
single-valued, a property which is characteristic to a
conservative or lossless field.
Also, since the coupling field is conservative, the
energy stored in the field with =
a
and i = i
a
is
independent of the excursion of the electrical and
mechanical variables before reaching this state.
The displacement x defines completely the influence
of the mechanical system upon the coupling field;
however, since and i are related, only one is needed
in addition to x in order to describe the state of the
electromechanical system.
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
106
If i and x are selected as the independent variables, it
is convenient to express the field energy and the flux
linkages as
( )
( )
f f
W W i , x
i, x
( ) ( )
( )
i, x i , x
d di dx
i x
i, x
d di with dx = 0
i
+
( )
( ) ( )
i
f
0
i, x , x
W i d i di d
i
Energy stored
in the field of a
singly excited
system
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
107
The coenergy in terms of i and x may be evaluated as
For a linear electromagnetic system, the i plots are
straightline relationships. Thus, for the singly excited
magnetically linear system, , where
L(x) is the inductance.
Lets evaluate W
f
(i,x).
( ) ( ) ( )
i
c
0
W i, x i, x di , x d
( ) ( )
i, x L x i
( )
( )
( ) ( ) ( )
i
2
f
0
i, x
d di with dx = 0
i
d =L x di
1
W i,x L x d L x i
2
( ) ( ) ( )
f 1 2 1 1 1 2 2 2 1 2
W i , i , x i d i , i , x i d i , i , x with dx 0 1 +
]
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
110
The result is:
The first integral results from the first step of the
evaluation with i
1
as the variable of integration and
with i
2
= 0 and di
2
= 0. The second integral comes
from the second step of the evaluation with i
1
equal to
its final value (di
1
= 0) and i
2
as the variable of
integration. The order of allowing the currents to
reach their final state is irrelevant.
( )
( )
( ) ( )
1
2
i
1
f 1 2
0
i
1 1 2 1
1
0
, 0, x
W i , i , x d
i , , x i , , x
i d
+
1
+
1
]
1
+
1
]
( ) ( ) ( ) ( )
( ) ( ) ( )
1 2
i i
f 1 2 11 1 12 22
0 0
2 2
11 1 12 1 2 22 2
W i , i , x L x d i L x L x d
1 1
L x i L x i i L x i
2 2
1 + +
]
+ +
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
113
It follows that the total field energy of a linear
electromagnetic system with J electric inputs may be
expressed as:
( )
J J
f 1 j pq p q
p 1 q 1
1
W i , , i , x L i i
2
K
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
114
Electromagnetic and Electrostatic Forces
Energy Balance Equation:
To obtain an expression for f
e
, it is first necessary to
express W
f
and then take its total derivative. The total
differential of the field energy is required here.
J
f fj j e
j 1
J
f fj j e
j 1
J
e fj j f
j 1
W e i dt f dx
dW e i dt f dx
f dx e i dt dW
( )
( )
f f
j j
W W i , x
i , x
r
r
( ) ( )
( ) ( )
J
f f
f j
j 1
j
J
j j
j n
n 1
n
W i , x W i , x
dW di dx
i x
i , x i , x
d di dx
i x
1
1
+
1
]
1
1
+
1
]
r r
r r
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
116
The summation index n is used so as to avoid
confusion with the subscript j since each d
j
must be
evaluated for changes in all currents to account for
mutual coupling between electric systems.
Substitution:
( ) ( )
( ) ( )
J
f f
f j
j 1
j
J
j j
j n
n 1
n
W i , x W i , x
dW di dx
i x
i , x i , x
d di dx
i x
1
1
+
1
]
1
1
+
1
]
r r
r r
J
e j j f
j 1
f dx i d dW
into
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
117
Result:
( )
( ) ( )
( ) ( )
J J
j
e j n
j 1 n 1
n
J
f f
j
j 1
j
j i , x i , x
f i , x dx i di dx
i x
W i , x W i , x
di dx
i x
1
1
+
' )
1
]
1
1
+
1
]
r r
r
r r
( )
( ) ( )
( ) ( )
J
j f
e j
j 1
J J
j f
j n j
j 1 n 1
n j
i , x W i , x
f i , x dx i dx
x x
i , x W i , x
i di di
i i
1
1
' )
1
]
1
1
+
' )
1
]
r r
r
r r
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
118
This equation is satisfied provided that:
The first equation can be used to evaluate the force on
the mechanical system with i and x selected as
independent variables.
( )
( ) ( )
( ) ( )
J
j f
e j
j 1
J J
j f
j n j
j 1 n 1
n j
i , x W i , x
f i , x i
x x
i , x W i , x
0 i di di
i i
1
1
1
]
1
1
' )
1
]
r r
r
r r
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
119
We can incorporate an expression for coenergy and
obtain a second force equation:
Since i and x are independent variables, the partial
derivative with respect to x is:
Substitution:
J
c j j f
j 1
W i W
( ) ( ) ( )
J
c j f
j
j 1
W i , x i , x W i , x
i
x x x
1
1
1
]
r r r
( )
( ) ( ) ( )
J
j f c
e j
j 1
i , x W i , x W i , x
f i , x i
x x x
1
1
1
]
r r r
r
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
120
Note:
Positive f
e
and positive dx are in the same direction
If the magnetic system is linear, W
c
= W
f
.
Summary:
( )
( ) ( )
( )
( )
J
j f
e j
j 1
c
e
i , x W i , x
f i , x i
x x
W i , x
f i , x
x
1
1
1
]
r r
r
r
r
( )
( ) ( )
( )
( )
J
j f
e j
j 1
c
e
i , W i ,
T i , i
W i ,
T i ,
1
1
1
]
r r
r
r
r
f
e
T
e
x
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
121
By a similar procedure, force equations may be derived
with flux linkages
1
, ,
j
of the J windings and x as
independent variables. The relations, given without
proof, are:
( )
( ) ( )
( )
( )
J
j c
e j
j 1
f
e
i , x W , x
f , x
x x
W , x
f , x
x
1
1
+
1
]
r r
r
r
r
( )
( ) ( )
( )
( )
J
j c
e j
j 1
f
e
i , W ,
T ,
W ,
T ,
1
1
+
1
]
r r
r
r
r
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
122
One may prefer to determine the electromagnetic
force or torque by starting with the relationship
rather than by selecting a formula.
Example:
Given:
Find f
e
(i,x)
f e m
dW dW dW +
( )
2
1 a x i 1 +
]
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
123
Elementary Electromagnet
The system consists of:
stationary core with a winding of N turns
block of magnetic material is free to slide relative to the
stationary member
x = x(t)
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
124
d
v ri
dt
l
l
If the magnetic system is considered to be
linear (saturation neglected), then, as in the
case of stationary coupled circuits, we can
express the fluxes in terms of reluctances.
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
125
( )
2 2
m
m
N N
i
L L i
_
+
,
+
l
l
flux linkages
m
L leakage inductance
L magnetizing inductance
l
m i g
2 + reluctance of the magnetizing path
total reluctance of the magnetic material
of the stationary and movable members
reluctance of one of the air gaps
i
i
i
ri 0 i
g
0 g
A
x
A
l
Assume that the cross-sectional areas of
the stationary and movable members are
equal and of the same material
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
126
g i
A A
This may be somewhat of an oversimplification,
but it is sufficient for our purposes.
m i g
i
0 i ri
2
1
2x
A
+
_
+
,
l
2
m
i
0 i ri
N
L
1
2x
A
_
+
,
l
Assume that the leakage inductance
is constant.
The magnetizing inductance is
clearly a function of displacement.
x = x(t) and L
m
= L
m
(x)
When dealing with linear magnetic circuits wherein mechanical
motion is not present, as in the case of a transformer, the change
of flux linkages with respect to time was simply L(di/dt). This is
not the case here.
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
127
[ ]
m
(i,x) L(x)i L L (x) i
d (i, x) di dx
dt i dt x dt
+
+
l
The inductance is a
function of x(t).
[ ]
m
m
di dL (x) dx
v ri L L (x) i
dt dx dt
+ + +
l
The voltage equation is
a nonlinear differential
equation.
( )
2
m
i
0 i ri
N
L x
1
2x
A
_
+
,
l
Lets look at the magnetizing
inductance again.
2
0 i
i
0
ri
N A
k
2
k
2
l
m
0
k
L (x)
k x
+
2
0 ri i
m
0 i
m
N A k
L (0)
k
k
L (x) for x > 0
x
l
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
128
Electromagnet
Detailed diagram of electromagnet
for further analysis
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
129
( ) ( )
m
m
k
L (x) for x 0
x
k
L x L L x L for x 0
x
>
+ + >
l l
[ ]
m
(i,x) L(x)i L L (x) i +
l
The system is magnetically linear:
( ) ( ) ( )
2
f c
1
W i,x W i, x L x i
2
( )
( ) ( )
( )
( )
J
j f
e j
j 1
c
e
i , x W i , x
f i , x i
x x
W i , x
f i , x
x
1
1
1
]
r r
r
r
r
( )
( )
2
e
2
2
L x
1
f i, x i
2 x
ki
2x
Use this approximation
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
130
The force f
e
is always negative; it pulls the moving
member to the stationary member. In other words, an
electromagnetic force is set up so as to minimize the
reluctance (maximize the inductance) of the magnetic
system.
Equations of motion:
f
di
v ri e
dt
+ + l
( )
2
0 e
2
d x dx
f M D K x x f
dt dt
+ +
v ri
( )
0 e
f K x x f
Steady-State Operation
(if v and f are constant)
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
131
Steady-State Operation
of an
Electromagnet
( )
( )
( )
0 e
e 0
2
0
2
f K x x f
f f K x x
ki
f K x x
2x
_
,
Parameters:
r = 10
K = 2667 N/m
x
0
= 3 mm
k = 6.283E-5 H m
v = 5 V
i = 0.5 A
Stable Operation: points 1 and 2
Unstable Operation: points 1 and 2
(f = 0)
(f = 4 N)
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
132
Single-Phase Reluctance Machine
The machine consists of:
stationary core with a
winding of N turns
moveable member which
rotates
( ) ( )
r
r
t
r r r
0
angular displacement
angular velocity
d 0
+
+
m
m
leakage flux
magnetizing flux
+
l
l
voltage equation
( )
m
L L i +
l
It is convenient to express the flux
linkages as the product of the sum of the
leakage inductance and the magnetizing
inductance and the current in the winding.
r
m r
L constant (independent of )
L periodic function of
l
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
134
( )
( )
m m r
2
m
m
2
m
m
L L
N
L (0)
0
N
L
2
2
_
,
,
m
m
is maximum
L is minimum
m
m
is minimum
L is maximum
_
+
,
>
( ) ( )
( )
r m r
A B r
L L L
L L L cos 2
+
+
l
l
[ ]
m r r
m r
r
di dL ( ) d
v ri L L ( ) i
dt d dt
+ + +
l
voltage equation
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
136
This elementary two-pole single-phase reluctance
machine is shown in a slightly different form.
Winding 1 is now winding as and the stator has been
changed to depict more accurately the configuration
common for this device.
( )
( ) ( )
as
as s as
as asas as
asas s A B r
t
r r r
0
d
v r i
dt
L i
L L L L cos 2
d 0
+
+
+
l
r
s
= resistance of as winding
L
asas
= self-inductance of as winding s
L leakage inductance
l
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
137
Electromagnetic torque:
Magnetic system is linear, hence W
f
= W
c
.
( )
( ) ( )
( )
( )
J
j f
e j
j 1
c
e
i , W i ,
T i , i
W i ,
T i ,
1
1
1
]
r r
r
r
r
( ) ( )
( )
2
c as r s A B r as
1
W i , L L L cos 2 i
2
+
l
( ) ( )
2
e as r B as r
T i , L i sin 2
Valid for both transient and steady-state operation
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
138
Consider steady-state operation: i
as
is constant
Electromagnetic torque versus angular displacement of a
single-phase reluctance machine with constant stator current
( )
e r
2
B as
T Ksin 2
K L i
+
voltage equations
1 11 i 12 2
2 21 i 22 2
L i L i
L i L i
+
+
The magnetic system is assumed linear.
11 1 m1
2 2
1 1
1 m
22 2 m2
2 2
2 2
2 m
L L L
N N
L L L
N N
+
+
+
+
l
l
l
l
The self-inductances L
11
and L
22
are
constants and may be expressed in
terms of leakage and magnetizing
inductances.
is the reluctance of the complete
magnetic path of
m1
and
m2
, which
is through the rotor and stator iron and
twice across the air gap.
m
When
r
is zero, then the coupling between
windings 1 and 2 is maximum. The magnetic
system of winding 1 aids that of winding 2
with positive currents assumed. Hence the
mutual inductance is positive.
( )
1 2
12
m
N N
L 0
When
r
is /2, the windings are orthogonal.
The mutual coupling is zero.
12
L 0
2
,
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
143
Assume that the mutual
inductance may be adequately
predicted by:
( ) ( )
12 r sr r
1 2
sr
m
L L cos
N N
L
L
sr
is the amplitude of the
sinusoidal mutual inductance
between the stator and rotor
windings.
1
1 1 1
2
2 2 2
d
v r i
dt
d
v r i
dt
+
In writing the voltage equations, the
total derivative of the flux linkages is
required.
( )
( )
1 11 1 sr r 2
2 22 2 sr r 1
L i L cos i
L i L cos i
+
+
1 2
1 1 1 11 sr r 2 r sr r
2 1
2 2 2 22 sr r 1 r sr r
di di
v r i L L cos i L sin
dt dt
di di
v r i L L cos i L sin
dt dt
+ +
+ +
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
144
1 1 1 1
2 2 2 2
1 m1 sr r as 1
sr r 2 m2 bs 2
v r 0 i
d
v 0 r i dt
L L L cos i
L cos L L i
1 1 1 1
+
1 1 1 1
] ] ] ]
+
1 1 1
1 1 1
+
] ] ]
l
l
( )
( ) ( )
( )
( )
J
j f
e j
j 1
c
e
i , W i ,
T i , i
W i ,
T i ,
1
1
1
]
r r
r
r
r
( ) ( )
2 2
f 1 2 r 11 1 12 1 2 22 2 c 1 2 r
1 1
W i , i , L i L i i L i W i , i ,
2 2
+ +
Since the magnetic system is assumed to be linear:
( )
e 1 2 r 1 2 sr r
T i , i , i i L sin
Actuators & Sensors in Mechatronics
Electromechanical Motion Fundamentals
Kevin Craig
145
Consider the case where i
1
and i
2
are both positive
and constant:
e r
1 2 sr
T Ksin
K i i L